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Showing all 16 results

  • Parental priorities – How to choose a guardian for your child

    May / June 2019
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 617

    Abstract: For parents, naming a guardian for their minor children isn’t optional. This article helps parents choose the best candidate based on shared values and practical issues, such as physical proximity. It also makes the case for naming separate guardians for children in blended families.

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  • Volunteer retention – Keep old friends

    Year End 2018
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 617

    Abstract: Training a new volunteer is time-consuming and costly. And that’s only one reason why not-for-profit organizations want to hold on to their volunteers once they’ve come aboard. This article briefly details the real value of volunteers, and discusses training them and rewarding their accomplishments. It also spotlights some of the best ways to retain volunteers, such as by acknowledging their interests and using their talents.

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  • Early retirement – How to make this dream a reality

    Summer 2018
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 617

    Abstract: Many people dream of retiring early so they can pursue activities other than work. But making this dream a reality requires careful planning and diligent saving during the years leading up to the anticipated retirement date. This article offers suggestions to meet that goal, including building up retirement savings accounts by contributing the maximum amount allowed by law each year and making other proactive financial moves.

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  • Educating customers about cybersecurity

    Fall 2017
    Newsletter: Community Banking Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 617

    Abstract: Cybersecurity is one of the biggest issues banks face today and is a top priority for federal banking regulators. This article suggests some ways lenders can educate their customers about their role in protecting funds and sensitive personal information. The article explains that customers need to know the importance of good passwords and multifactor authentication in protecting data, and notes the importance of keeping customers informed of their part in the battle against digital hackers.

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  • Preparing for a new year – Take time now for a quick estate plan review

    Year End 2016
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 617

    Abstract: Year end is the time to make certain estate planning provisions to protect the interests of heirs and minimize potential estate tax liability. It’s also a good time to conduct a quick review of your estate plan. This article explains what the review should cover.

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  • Don’t get carved up – Dealing with nonrecourse loan carveouts

    September / October 2016
    Newsletter: Real Estate Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 617

    Abstract: Nonrecourse loans draw many borrowers because the arrangements can shield them from personal liability. But that’s not always the case. If borrowers violate “carveouts” in the loan document, they may be left with full liability. This article explains how to use negotiations to handle nonrecourse loan carveouts and to minimize personal liability.

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  • Beyond financials: A look at key value drivers

    April / May 2016
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 617

    Abstract: Strong financial statements are critical to selling a company for a fair price. But other factors, commonly referred to as key value drivers, can boost a seller’s M&A market prospects. This article discusses such value drivers as a diversified customer base, experienced management, long employee tenure and proprietary information.

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  • Final IRS rules crack down on aggressive billing and collection practices

    Winter 2016
    Newsletter: Healthcare Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 617

    Abstract: The IRS has released its final consumer-protection rules for charitable hospitals. In doing so, it’s cracking down on aggressive debt collection practices by, for example, placing a limitation on charges and mandating financial assistance plans. According to the IRS, tax-exempt hospitals should be held to a higher standard — which is why the Affordable Care Act (ACA) included additional billing and collection requirements for such institutions. This article discusses these finalized requirements, changes from proposed rules, and potential consequences of noncompliance.

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  • The cost of going — and being — public

    Year End 2015
    Newsletter: Public Company Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 617

    Abstract: An initial public offering is a complex, time-consuming and costly undertaking. Unfortunately, many companies that seek the benefits of “going public” underestimate the significant costs involved, as well as the ongoing costs of being a public company. This article discusses the JOBS Act, which contains several provisions designed to improve access to capital markets, including crowdfunding and expanded private placement exemptions.

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  • Look up and down the supply chain for concentration risks

    June / July 2015
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 617

    Abstract: Concentration risks happen when a borrower relies on a customer or supplier for 10% or more of its revenue or materials. If a “key” customer or supplier experiences turmoil, the repercussions travel up or down the supply chain and could quickly impact the borrower’s business. These risks also arise when a borrower relies on several customers or suppliers located in the same geographic region. This article explains why it’s important to evaluate a borrower’s product and geographic concentration risks and provides strategies for lowering these risks to more acceptable levels.

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  • Family meetings help ensure estate planning success

    September / October 2014
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 617

    Abstract: Unless an estate plan — and the principles behind it — is communicated to one’s family and to executors, trustees, guardians and agents, the plan is at risk. Holding family meetings can help ensure that representatives understand and accept their responsibilities and that loved ones understand the reasons that the donor is distributing the wealth in his or her chosen manner. This article describes whom to invite to such a meeting and what to discuss.

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  • Wealth preserver – Use an ILIT to shield life insurance proceeds from estate tax

    July / August 2014
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 617

    Abstract: Life insurance can provide peace of mind, but it’s important to not own the policy at death. Why? The policy’s proceeds will be included in the taxable estate and may be subject to estate taxes. To avoid this result, a common estate planning strategy is to set up an irrevocable life insurance trust (ILIT) to hold the policy. This article describes the tax benefits of an ILIT, along with some drawbacks.

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  • Meet the buyers – Getting an M&A off on the right foot

    February / March 2014
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 617

    Abstract: M&A deals often owe their success to amicable and trusting relationships, so it’s important to put some thought into the initial deal meeting and determine well in advance the attendee list, meeting place and agenda. This article discusses why these three elements are so important.

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  • The stretch IRA: A simple yet powerful estate planning tool

    January / February 2014
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 617

    Abstract: If an IRA isn’t needed to fund retirement, it can be used as an estate planning tool to benefit children or other beneficiaries on a tax-advantaged basis by turning it into a “stretch” IRA. This article explains how a stretch IRA works, noting that there are different options for spouses as opposed to other beneficiaries.

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  • Do your homework before investing

    September / October 2012
    Newsletter: Real Estate Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 617

    Abstract: It’s possible to successfully navigate the recent turbulent markets — by doing some homework before investing. This article shows that some of the best market indicators may be in the local market. It explains how to look at real operating figures when purchasing an established rental property and shows what warning signs to look out for when performing due diligence on a prospective property.

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  • Navigating trouble spots on revised Form 990

    Year End 2009
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 617

    Abstract: Many nonprofits, having filed extensions for more time to prepare the revised Form 990 for 2008, are now wrestling with some of the form’s questions. The form asks whether a nonprofit has certain written policies relating to organization governance, such as conflict-of-interest and whistleblower policies, and about the independence of board members. (The form’s instructions are exact about the three-part test to be used to determine whether a board member is independent.) It will also be necessary to answer questions pertaining to controlled entities and to related organizations. This article shows where to find answers to some questions that nonprofits might have.

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